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Welcome to the Paragon Podcast. In this episode Evan Shorten discusses the 6 financial risks of retirement. A lot of the discussion surrounding retirement planning focuses on how to build your retirement nest egg. While it is certainly important to properly plan for the long-term while creating your nest egg, we also believe there needs to be a discussion with regards to safeguarding your nest egg once you reach retirement. Enjoy!
Clients often ask their advisors for input as to who should be designated as the beneficiary to their IRA. This is a great question, given the various tax implications that IRA beneficiaries have on a client’s estate plan. In order to understand a beneficiary’s tax implication we must first review the following benefits that IRAs provide.